Nth Round

Private companies, family enterprises and funds often hold their ownership records in spreadsheets, and Nth Round is a platform that replaces them with software for equity, reporting and shareholder communication. The company says it speaks to modern CFOs who want to run investor workflows, distribute reports and engage owners in one secure place.

Cap table and equity records

A real-time cap table keeps ownership data in sync, supports digital stock certificates and cost basis tracking, and keeps a full history of transactions, distributions and valuations. Time and performance vesting schedules are available, and a dynamic dashboard visualizes who owns what. The company says it specializes in intricate structures, including multi-generational family ownership, private equity-backed companies, LLCs and C-corporations, with several entities handled in one place.

A portal for shareholders

Owners get a private, personalized environment to see the value of their holdings and to download documents such as K-1s and stock certificates, on mobile or desktop. Personalized group emails can be sent to filtered groups of shareholders, employees and partners, with performance reports, tax documents and company updates shared the same way.

Back-office workflows

Online subscription agreements and eSignatures cut paperwork when raising capital, with secure document vaults and custom deal rooms giving a view of current and prospective investors. Automation covers distribution of K-1s and 1099s, and proxy voting is digitized so shareholders can access, vote and submit in a single place. When a company is ready, a private trading environment based on indications of interest provides a controlled route to liquidity between employees, shareholders or new participants.

For funds

For venture capital and private equity funds of any size, the platform shows a capital account with key metrics, quarterly statements and capital call events, and lets managers filter and sort by fund type, investment size and custom tags. Investors see fund performance, company updates and documents in one view. The company offers an assessment and demonstrations for businesses considering the switch.